Grayscale CoinDesk Crypto 5 ETF (GDLC) — Institutional Holders, Q2 2026
75 institutional investment managers reported a GDLC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $105.6M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
GDLC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BIP WealthAdded · +58,070 sh+$1.5M
- SRS Capital AdvisorsNew · +52,113 sh+$1.4M
- ENVESTNET ASSET MANAGEMENTAdded · +49,215 sh+$1.3M
- Rehmann Capital Advisory GroupAdded · +38,003 sh+$1.0M
- KMT WEALTH MANAGEMENTNew · +36,504 sh+$963.3K
Biggest sellers
- Pasadena Private WealthTrimmed · -190,158 sh-$5.0M
- PathstoneTrimmed · -81,394 sh-$2.1M
- INDEPENDENT FINANCIAL GROUPTrimmed · -22,044 sh-$581.7K
- Cetera Investment AdvisersTrimmed · -12,746 sh-$336.4K
- 3EDGE Asset ManagementSold out · -9,671 sh-$255.2K
GDLC 13F holders ranked 1–75 of 75
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Bullish (BLSH)#1 · 2,255,000 sh | 2,255,000 | $59.5M | — | 0.0% |
| 2 | Cetera Investment Advisers#2 · 191,900 sh | 191,900 | $5.1M | <0.01% | -6.2% |
| 3 | ENVESTNET ASSET MANAGEMENT#3 · 148,162 sh | 148,162 | $3.9M | <0.01% | +49.7% |
| 4 | Rehmann Capital Advisory Group#4 · 146,490 sh | 146,490 | $3.9M | 0.18% | +35.0% |
| 5 | INDEPENDENT FINANCIAL GROUP#5 · 118,960 sh | 118,960 | $3.1M | — | -15.6% |
| 6 | Integrated Wealth Concepts#6 · 84,720 sh | 84,720 | $2.2M | 0.01% | +35.6% |
| 7 | DWM Financial Group#7 · 48,359 sh | 48,359 | $2.0M | 1.78% | — |
| 8 | Hartmann Taylor Wealth Management#8 · 58,757 sh | 58,757 | $1.8M | — | -0.5% |
| 9 | BIP Wealth#9 · 65,344 sh | 65,344 | $1.7M | — | +798.3% |
| 10 | Pasadena Private Wealth#10 · 62,492 sh | 62,492 | $1.6M | 0.21% | -75.3% |
| 11 | Pathstone#11 · 62,204 sh | 62,204 | $1.6M | <0.01% | -56.7% |
| 12 | SRS Capital Advisors#12 · 52,113 sh | 52,113 | $1.4M | <0.01% | New |
| 13 | Wealthspire Advisors#13 · 48,014 sh | 48,014 | $1.3M | <0.01% | +28.9% |
| 14 | Aries Wealth Management#14 · 46,080 sh | 46,080 | $1.2M | — | +66.1% |
| 15 | Intrinsic Edge Capital Management#15 · 45,567 sh | 45,567 | $1.2M | 0.12% | 0.0% |
| 16 | Mariner#16 · 41,771 sh | 41,771 | $1.1M | <0.01% | +4.6% |
| 17 | HORIZON KINETICS ASSET MANAGEMENT#17 · 41,029 sh | 41,029 | $1.1M | 0.01% | 0.0% |
| 18 | Kingsbury Capital Investment Advisors#18 · 36,504 sh | 36,504 | $963.3K | — | +89.6% |
| 19 | KMT WEALTH MANAGEMENT#19 · 36,504 sh | 36,504 | $963.3K | 0.81% | New |
| 20 | Keystone Financial Services#20 · 34,604 sh | 34,604 | $913.2K | 0.55% | +65.3% |
| 21 | DeDora Capital#21 · 32,787 sh | 32,787 | $865.2K | — | +27.7% |
| 22 | Elyxium Wealth#22 · 26,690 sh | 26,690 | $704.3K | — | +7.9% |
| 23 | Modern Wealth Management#23 · 21,793 sh | 21,793 | $575.1K | <0.01% | -23.1% |
| 24 | Professional Financial Advisors#24 · 20,944 sh | 20,944 | $552.7K | — | New |
| 25 | Fortis Group Advisors#25 · 18,745 sh | 18,745 | $494.7K | 0.08% | -16.0% |
| 26 | MATHER GROUP#26 · 16,115 sh | 16,115 | $425.3K | — | -4.1% |
| 27 | HUNTINGTON NATIONAL BANK#27 · 15,566 sh | 15,566 | $408.1K | <0.01% | 0.0% |
| 28 | Farther Finance Advisors#28 · 15,374 sh | 15,374 | $405.7K | — | +146.8% |
| 29 | Rossmore Private Capital#29 · 13,650 sh | 13,650 | $360.2K | — | 0.0% |
| 30 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#30 · 12,400 sh | 12,400 | $327.2K | 0.02% | New |
| 31 | Formidable Asset Management#31 · 10,368 sh | 10,368 | $323.4K | 0.05% | -7.2% |
| 32 | Soltis Investment Advisors#32 · 11,661 sh | 11,661 | $307.7K | 0.02% | 0.0% |
| 33 | Creative Planning#33 · 11,442 sh | 11,442 | $302.0K | <0.01% | -14.5% |
| 34 | Visionary Wealth Advisors#34 · 11,020 sh | 11,020 | $290.8K | 0.01% | +47.1% |
| 35 | Cambridge Investment Research Advisors#35 · 9,896 sh | 9,896 | $261.0K | <0.01% | -4.9% |
| 36 | Fort Point Capital Partners#36 · 9,373 sh | 9,373 | $247.4K | 0.02% | New |
| 37 | MONETA GROUP INVESTMENT ADVISORS#37 · 8,548 sh | 8,548 | $225.6K | <0.01% | New |
| 38 | ALESCO ADVISORS#38 · 8,289 sh | 8,289 | $218.7K | <0.01% | 0.0% |
| 39 | Balboa Wealth Partners#39 · 7,954 sh | 7,954 | $209.9K | — | +0.3% |
| 40 | Claro Advisors#40 · 7,929 sh | 7,929 | $209.2K | 0.02% | -14.8% |
| 41 | COMMONWEALTH EQUITY SERVICES#41 · 7,589 sh | 7,589 | $200.3K | <0.01% | -7.8% |
| 42 | OSAIC#42 · 6,527 sh | 6,527 | $172.2K | <0.01% | -25.0% |
| 43 | Oakworth Capital#43 · 4,606 sh | 4,606 | $123.8K | — | 0.0% |
| 44 | Benson Wealth Management#44 · 3,847 sh | 3,847 | $101.5K | 0.10% | -11.0% |
| 45 | MCF Advisors#45 · 3,663 sh | 3,663 | $96.7K | <0.01% | 0.0% |
| 46 | WOLFF WIESE MAGANA#46 · 2,801 sh | 2,801 | $73.9K | — | -14.3% |
| 47 | Global Retirement Partners#47 · 2,050 sh | 2,050 | $54.1K | <0.01% | — |
| 48 | Federation des caisses Desjardins du Quebec#48 · 2,000 sh | 2,000 | $52.4K | <0.01% | 0.0% |
| 49 | Smithfield#49 · 1,420 sh | 1,420 | $36.0K | <0.01% | 0.0% |
| 50 | Noble Wealth Management PBC#50 · 1,346 sh | 1,346 | $35.5K | — | 0.0% |
| 51 | JFS WEALTH ADVISORS#51 · 1,159 sh | 1,159 | $30.6K | <0.01% | 0.0% |
| 52 | HARBOUR INVESTMENTS#52 · 1,075 sh | 1,075 | $28.4K | <0.01% | 0.0% |
| 53 | ROTHSCHILD INVESTMENT#53 · 1,000 sh | 1,000 | $26.4K | <0.01% | 0.0% |
| 54 | WPG Advisers#54 · 861 sh | 861 | $22.7K | — | New |
| 55 | SOA Wealth Advisors#55 · 719 sh | 719 | $19.0K | <0.01% | 0.0% |
| 56 | Clearstead Advisors#56 · 695 sh | 695 | $18.3K | <0.01% | 0.0% |
| 57 | ROYAL BANK OF CANADA#57 · 656 sh | 656 | $17.0K | 0.00% | 0.0% |
| 58 | US BANCORP \DE\#58 · 626 sh | 626 | $16.5K | 0.00% | 0.0% |
| 59 | Center for Financial Planning#59 · 480 sh | 480 | $12.7K | — | 0.0% |
| 60 | Wilkerson Advisory Group#60 · 479 sh | 479 | $12.6K | — | +33.1% |
| 61 | Allworth Financial#61 · 472 sh | 472 | $12.5K | <0.01% | -93.6% |
| 62 | Larson Financial Group#62 · 393 sh | 393 | $10.4K | <0.01% | 0.0% |
| 63 | SIMS INVESTMENT MANAGEMENT#63 · 385 sh | 385 | $10.2K | — | New |
| 64 | Ameritas Advisory Services#64 · 362 sh | 362 | $9.6K | <0.01% | New |
| 65 | MCGUIRE CAPITAL ADVISORS#65 · 330 sh | 330 | $8.7K | <0.01% | 0.0% |
| 66 | Sankala Group#66 · 284 sh | 284 | $8.3K | <0.01% | 0.0% |
| 67 | Bullseye Investment Management#67 · 300 sh | 300 | $7.9K | <0.01% | +100.0% |
| 68 | Manchester Capital Management#68 · 300 sh | 300 | $7.9K | — | 0.0% |
| 69 | Truvestments Capital#69 · 269 sh | 269 | $7.1K | <0.01% | 0.0% |
| 70 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#70 · 245 sh | 245 | $6.5K | 0.00% | -67.1% |
| 71 | Financial Perspectives#71 · 221 sh | 221 | $5.8K | <0.01% | 0.0% |
| 72 | Forum Finance Group S.A.#72 · 215 sh | 215 | $5.0K | <0.01% | 0.0% |
| 73 | Parallel Advisors#73 · 180 sh | 180 | $4.8K | <0.01% | New |
| 74 | IFP Advisors#74 · 135 sh | 135 | $3.6K | — | 0.0% |
| 75 | ASSETMARK#75 · 2 sh | 2 | $53.00 | — | New |
Funds that sold out of GDLC in Q2 2026 (14)
Held GDLC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| 3EDGE Asset Management9,671 sh | 9,671 | $301.6K |
| AE Wealth Management8,793 sh | 8,793 | $274.3K |
| Duncan Williams Asset Management8,722 sh | 8,722 | $272.0K |
| CAPTRUST FINANCIAL ADVISORS7,530 sh | 7,530 | $234.9K |
| Pine Valley Investments Ltd Liability7,109 sh | 7,109 | $221.7K |
| KESTRA PRIVATE WEALTH SERVICES6,730 sh | 6,730 | $209.9K |
| WHITTIER3,685 sh | 3,685 | $117.6K |
| Legacy Wealth Managment2,801 sh | 2,801 | $87.4K |
| Advisory Services Network1,107 sh | 1,107 | $34.5K |
| Sound Income Strategies615 sh | 615 | $19.3K |
| Wealth Preservation Advisors599 sh | 599 | $18.7K |
| Destiny Wealth Partners224 sh | 224 | $7.0K |
| EverSource Wealth Advisors49 sh | 49 | $2.1K |
| Atlantic Edge Private Wealth Management10 sh | 10 | $312.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.